Indigenous Community Trust Relationship Manager
6 days ago
We are seeking an experienced Indigenous Community Trust Relationship Manager to join our team. In this role, you will work closely with Indigenous communities and leadership to build trusted relationships and deliver tailored solutions to advance community goals.
Key Responsibilities- Support Relationship Managers in managing client relationships and acting as a key liaison for Indigenous communities and leadership.
- Assist in onboarding new Indigenous Trust clients and coordinating Community Trust meetings.
- Collaborate with wealth partners and stakeholders to develop and implement Trust solutions aligned with community priorities.
- Ensure Trusts are administered in compliance with Trust Deeds, policies, and regulations.
- Prepare reports and presentations for community leadership and members.
- Participate in Trustee and community meetings alongside Relationship Managers.
- Deliver education and training on Trust matters and financial literacy for Indigenous community members.
- Partner with internal and external experts on investment, tax, and compliance matters impacting Trusts.
- Contribute to the development of standards, policies, and procedures in Trust administration.
- Foster team growth through mentorship, training, and a commitment to our values.
- Self-Identify as First Nations, Métis, or Inuit.
- Strong oral/written communication skills.
- Experience or exposure to Indigenous Trust administration or related Trust knowledge.
- Proven experience working with Indigenous communities.
- Commitment to community-led, innovative solutions and learning from Indigenous perspectives for sustainable prosperity.
- Strong organizational skills with the ability to prioritize effectively.
- Knowledge of accounting, financial planning, budgeting, and investing to support complex Trust administration.
- Skilled in preparing detailed, professional correspondence using specialized Trust terminology.
- An estimated salary range of $80,000 - $110,000 per year, based on location and experience.
- A competitive benefits package, including health and dental insurance, retirement savings plan, and paid time off.
- Opportunities for professional growth and development, including training and mentorship programs.
- A dynamic and supportive work environment that values diversity, equity, and inclusion.
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